Lawrence Telle is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYlife Securities LLC and New York Life insurance. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of services including financial planning, portfolio management, and customized investment strategies utilizing both in-house and third-party managers.

Lindsay Rhodes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2025. Earlier in her career, she was involved in the bridal retail industry and the restaurant sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Colin Kremer is a financial advisor with Stifel in Louisville, KY. He holds the CFP® designation and Series 63 and 65 licenses. Kremer has three years of prior experience at Briar Hall LLC and has worked at several other financial firms, including Fifth Third Private Bank and Assetmark Financial, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Nancy Ary is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and Series 65 licenses, with 31 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 19 years. In addition to her advisory role, she is involved in selling health insurance through PlanChoice, Inc. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a broad selection of brokerage and insurance products through an integrated platform.

Christopher Lynch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Baird Trust Company and Fifth Third Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Susan Hughes is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds a Series 66 designation and previously worked at Computershare N.A. and Norton Healthcare. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and tax overlays.

Amy Sturm is a financial advisor at Robert Baird & Co. with 19 years of experience. She holds the Series 66 designation and is based in Louisville, KY. Sturm has been with Baird since 2007. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies and advisory services, including discretionary management, separately managed accounts, and overlay services.

Gregory Mullaney is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Ameriprise Financial Services, Inc. Located in Louisville, KY, Mr. Mullaney also manages a tax preparation and bookkeeping service affiliated with his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kristina Richards is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Richards serves as PTA Vice President at Lincoln Elementary Performing Arts School in Louisville, KY. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Wendy Gonzales Davis is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Thrivent Financial for Lutherans since 2013. Outside of her advisory role, she serves as a director for Cedar Lake Inc., an organization providing care and enrichment activities for mentally disabled adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Michael Jackie is a financial advisor with UBS Financial Services in Louisville, KY, holding Series 65 and Series 63 licenses and having two years of industry experience. He has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and several other financial firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

William Boyd is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014, based in Louisville, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Camden Grandstaff is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at the University of Southern Indiana, French Lick Resort, and Springs Valley. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Logan Emmitt is a financial advisor with Edward Jones in New Albany, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Talkspace Inc and Associates in Counseling and Psychotherapy, and he owns Emmitt Therapeutic Professionals, a therapy practice in Jeffersonville, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Day is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked for SS&C Technologies, Inc. for five years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Herring is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thorp Harrison is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019. Prior to that, he was with J.J.B. Hilliard, W.L. Lyons, Inc. for over 30 years. Outside of advising, he serves on the finance committee of the Juniper Club in Fort McCoy, Florida, and manages his family's farm on a limited basis. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services through a combination of in-house and third-party managers, offering a range of investment strategies including traditional and non-traditional allocations.

Peter Pagano is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SCS MGMT LLC and Ameriprise. Outside of his advisory role, he has been involved with C&P Real Estate LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party subadvisors, and proprietary research.

Steven Holley is a Senior Financial Advisor at Merrill Lynch Wealth Management in Louisville, Kentucky. He began his career with Merrill Lynch in 1995 after serving 20 years as an officer in the United States Army. His military background provides him with a distinctive perspective in assisting clients with financial management and achieving their objectives. Over the course of his 30-year experience as a wealth management advisor, Steven has worked with individuals, families, and businesses to address areas such as college education planning, retirement income, family wealth management, tax minimization, and legacy planning. He collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy strategies. Steven holds a Personal Investment Advisor designation and integrates his conservative approach and extensive knowledge to guide clients through market fluctuations and financial decisions. Steven earned a Bachelor's degree from the University of Kentucky and a Master's degree in Business from Webster University. He is married to his wife, Faye, with whom he has two daughters who work on the Holley, McCauley and Associates team. The Holley family is active in their community and has been members of the Westport Road Church of Christ for 30 years. Steven's personal interests include adventure sports, chess, hiking, hunting, traveling, and spending time with his family.